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About
Financial professionals who listen, tools that deliver. Get robust technology working seamlessly with highly skilled fee-based financial professionals to deliver a truly personalized solution for you. Experience financial transparency like never before.
Our financial professionals can help you build a Personal Strategy around your unique goals and preferences, then implement it in a portfolio that’s tax optimized, risk minimized and regularly rebalanced to match your ever- changing situation.
Whether you’re looking for more investment solutions or sophisticated financial management, we can help you build a diversified portfolio around all the things you care about.
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About
Stockle is a next-generation investment management platform designed to simplify the process of managing, tracking, and optimizing investments. It offers features such as multi-account aggregation, allowing users to view all accounts collectively or create custom views. It supports tracking of stocks, ETFs, funds, indices, and cryptocurrencies globally. Stockle provides detailed analytics, including dividend yield, yield on cost, and success rates of open and closed positions. Users can benchmark portfolios against any asset, utilize an improved command menu for efficient navigation, and access comprehensive transaction logs with historical data. Stockle's intuitive user interface and flexible data model cater to various investment strategies, enabling users to structure portfolios based on strategy, account, goal, or any other idea.
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Platforms Supported
Windows
Not Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Investors in need of a holistic wealth management service that helps with financial transparency
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Audience
Companies requiring a solution to manage, analyze and track investments
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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Pricing
$5.67 per month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationEmpower
United States
www.empower.com
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Company InformationStockle
Founded: 2023
United Kingdom
stockle.app/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
APS Payroll
Not Supported
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